Books fall behind for ordinary reasons: a busy season, a bookkeeper who left, a move from spreadsheets to QuickBooks that never quite finished. Catch-up work records the months that were missed. Cleanup work fixes what was recorded wrongly, such as duplicate transactions, miscategorized expenses and reconciliations that never balanced. Most projects need some of both.
Every firm below is in Boise or a neighboring Treasure Valley city and lists catch-up or cleanup work on its own website. Some are bookkeeping practices and some are accounting firms that also prepare taxes, which matters if a filing deadline is what's driving the project.
If you are not sure which kind of help you need, our article on QuickBooks cleanup vs. catch-up bookkeeping explains the difference. Once the books are current, see our Boise small business bookkeeping list for ongoing monthly help.
How we chose these firms
- The firm's own website lists catch-up bookkeeping, QuickBooks cleanup, or both.
- It is located in Boise or a neighboring Treasure Valley city and serves Boise businesses.
- It offers ongoing bookkeeping after the cleanup, so the books don't fall behind again.
- Its site shows it is active in September 2026.
- We note whether each is a bookkeeping practice or an accounting firm that also prepares taxes.
Danielson Bookkeeping & Consulting
Carey Danielson is a QuickBooks Online Advanced ProAdvisor with an MBA and 20+ years of bookkeeping and financial management experience. QuickBooks services include cleanup, catch-up, setup, migration, and staff or volunteer training with written procedures, so the fixes stick after the project ends.
After cleanup, Danielson Bookkeeping & Consulting offers monthly bookkeeping, account reconciliations and financial reports for small businesses, and fund accounting and giving records for churches.
- QuickBooks Online Advanced ProAdvisor
- Cleanup and catch-up followed by optional monthly bookkeeping
- Training and written procedures for whoever keeps the books next
- Works with both small businesses and churches
Worth knowing
- Works in QuickBooks Online.
- Does not prepare tax returns, file back taxes or do tax planning. Carey is a bookkeeper, not a certified public accountant, and hands clean records to your tax preparer.
Hahn CPAs
Hahn CPAs is a CPA-led accounting firm with an office in Eagle. Its bookkeeping page describes catch-up and cleanup projects that organize messy records and reconcile past months or years, and its QuickBooks page covers fixing duplicates, miscategorized transactions and reconciliation problems.
The team states that its members are QuickBooks ProAdvisors, and the firm also offers business and individual tax preparation and tax planning.
- Accounting firm; cleanup and catch-up are named services
- States its team are QuickBooks ProAdvisors
- Tax preparation available once the books are current
Worth knowing
- A full-service firm, so ask who on the team will do the cleanup work.
- Pricing isn't published.
DSO Pro Bookkeeping
DSO Pro Bookkeeping has a dedicated QuickBooks cleanup page for Meridian, Boise and the surrounding area. It describes correcting duplicate entries, uncategorized transactions and unreconciled accounts, and rebuilding the QuickBooks file into a reliable record.
Founder Deslyn O'Dell is described on the site as a Certified QuickBooks ProAdvisor. After cleanup, the firm offers monthly bookkeeping, reconciliations, bill pay, job costing and QuickBooks payroll processing.
- Dedicated QuickBooks cleanup service page
- Founder lists Certified QuickBooks ProAdvisor credential
- Ongoing bookkeeping, job costing and payroll processing afterward
Worth knowing
- A bookkeeping practice, so tax filing would be separate.
- Pricing isn't published.
My Virtual Bookkeeper
My Virtual Bookkeeper is a Treasure Valley bookkeeping firm with a "Clean up | Catch up" service for businesses that are months or years behind. Its page lists historical transaction cleanup, account reconciliation, error corrections and updated financial reports once the work is done.
The firm names situations it commonly handles, including books not touched in months, years of missing records before taxes or a loan, and a change of bookkeeper. Monthly bookkeeping and payroll support are available afterward.
- Catch-up for books that are months or years behind
- Handles bookkeeper transitions
- Construction and salon specialties for ongoing work
Worth knowing
- Pricing amounts aren't published.
- Works virtually; ask if you prefer in-person meetings.
Idaho Tax & Bookkeeping Services
Idaho Tax & Bookkeeping Services is a Boise firm that lists monthly bookkeeping, catch-up bookkeeping and QuickBooks cleanup and setup. Its bookkeeping page says it has helped Idaho business owners for over 20 years.
The firm also offers tax preparation, payroll services and IRS representation, which can help when catching up the books is part of resolving unfiled returns.
- Catch-up bookkeeping and QuickBooks cleanup listed as services
- Tax preparation, payroll and IRS representation in the same firm
- Local Boise team
Worth knowing
- Much of the firm's work is tax and tax resolution; ask who handles the bookkeeping side.
- Pricing isn't published.
Succentrix Business Advisors (Boise)
Succentrix Business Advisors in Boise describes itself as a CPA-led accounting firm, offering tax preparation and planning, bookkeeping, accounting and fractional CFO services. Its bookkeeping page lists bookkeeping cleanup and QuickBooks Online support for businesses that have fallen behind or whose books aren't reliable.
The office works with a remote-first, paperless process and serves Boise, Meridian, Eagle, Nampa and the wider Treasure Valley.
- Accounting firm; lists bookkeeping cleanup and QuickBooks Online support
- Tax planning and fractional CFO services available
- Office on E Riverpark Ln in Boise
Worth knowing
- Bookkeeping is one part of a broader accounting and tax practice.
- Pricing isn't published.
Clear Ledger Bookkeeping
Clear Ledger Bookkeeping is a Boise bookkeeping business whose owner is listed as a certified public accountant and an Intuit ProAdvisor with QuickBooks Level 1 certification. The site says its work runs from cleaning up years of messy books to preparing monthly financial statements.
It states plainly that the company is not a licensed accounting firm and does not prepare taxes, so you would bring the cleaned-up records to your own tax preparer.
- Multi-year cleanup listed on the site
- Owner lists QuickBooks ProAdvisor certification
- Works remotely from Boise
Worth knowing
- No tax preparation, per its own site.
- Pricing isn't published.
What a catch-up or cleanup project typically involves
Most projects follow the same order: gather bank and card statements for every month involved, review the chart of accounts, record or correct transactions, and reconcile each account month by month until the balances match the statements. The last step is a set of reports you can hand to your tax preparer or lender.
- A review of the existing file to see how far back the problems go
- Statements for every bank, credit card and loan account in the period
- Removing duplicates and recategorizing transactions
- Month-by-month reconciliations
- A profit and loss statement and balance sheet for the cleaned-up period
Questions to ask before you hire
- Will you fix my existing QuickBooks file or start a new one?
- How will you price the work: flat project fee, hourly, or per month of backlog?
- What will you need from me, and by when?
- Do you prepare tax returns, or will you coordinate with my tax preparer?
- What happens once the books are current: monthly service, or training so I can keep them myself?
Keeping the books from falling behind again
Cleanup only lasts if the monthly routine changes. Separate business and personal spending, connect bank feeds, and reconcile every month. Our monthly bookkeeping checklist and article on business and personal spending are good places to start.
